Congress Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.2M | Sell |
71,209
-2,168
| -3% | -$918K | 0.29% | 81 |
|
|
2025
Q1 | $26.5M | Sell |
73,377
-2,434
| -3% | -$879K | 0.32% | 74 |
|
|
2024
Q4 | $30.4M | Buy |
75,811
+15,843
| +26% | +$6.36M | 0.42% | 55 |
|
|
2024
Q3 | $22.5M | Sell |
59,968
-89,053
| -60% | -$33.4M | 0.3% | 85 |
|
|
2024
Q2 | $54.3M | Buy |
149,021
+732
| +0.5% | +$267K | 0.86% | 19 |
|
|
2024
Q1 | $50M | Sell |
148,289
-8,737
| -6% | -$2.94M | 0.86% | 20 |
|
|
2023
Q4 | $47.6M | Buy |
157,026
+9,004
| +6% | +$2.73M | 0.87% | 17 |
|
|
2023
Q3 | $39.4M | Buy |
148,022
+141,187
| +2,066% | +$37.6M | 0.81% | 23 |
|
|
2023
Q2 | $1.88M | Sell |
6,835
-1,811
| -21% | -$498K | 0.04% | 270 |
|
|
2023
Q1 | $2.11M | Sell |
8,646
-36,196
| -81% | -$8.84M | 0.05% | 259 |
|
|
2022
Q4 | $9.61M | Buy |
44,842
+31,568
| +238% | +$6.76M | 0.25% | 128 |
|
|
2022
Q3 | $2.79M | Buy |
13,274
+6,335
| +91% | +$1.33M | 0.08% | 241 |
|
|
2022
Q2 | $1.52M | Sell |
6,939
-1,012
| -13% | -$221K | 0.04% | 300 |
|
|
2022
Q1 | $2.21M | Sell |
7,951
-5,013
| -39% | -$1.39M | 0.05% | 288 |
|
|
2021
Q4 | $3.96M | Buy |
+12,964
| New | +$3.96M | 0.08% | 247 |
|